Purchases and Sales Made in Q2 2025 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 2025. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.56K- 14.24% |
$177K - $234K
|
15.4K
$1.42M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.9K- 5.79% |
$200K - $265K
|
47.3K
$4.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.37K- 55.59% |
$233K - $307K
|
2.69K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.38K- 51.48% |
$233K - $308K
|
3.19K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.83K- 4.33% |
$264K - $349K
|
84.7K
$7.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.99K- 1.05% |
$275K - $364K
|
377K
$34.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.23K- 12.54% |
$292K - $386K
|
29.5K
$2.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-4.27K- 2.55% |
$295K - $389K
|
163K
$15M
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.5K- 42.49% |
$311K - $411K
|
6.09K
$562K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-9.1K- 13.67% |
$628K - $830K
|
57.4K
$5.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-10K- 14.22% |
$693K - $916K
|
60.6K
$5.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-10.5K- 52.5% |
$725K - $958K
|
9.5K
$877K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.2K- 76.23% |
$909K - $1.2M
|
4.1K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18.5K- 56.83% |
$1.27M - $1.68M
|
14K
$1.29M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-26.4K- 8.28% |
$1.82M - $2.4M
|
292K
$27M
|